NICOLET ADVISORY SERVICES, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 50 filers reported holding VANGUARD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$22,073,857
-5.8%
107,914
+0.4%
2.44%
-4.9%
Q2 2023$23,428,750
+10.0%
107,521
+4.5%
2.57%
+4.8%
Q1 2023$21,298,837
+8.5%
102,843
+11.8%
2.45%
-5.4%
Q4 2022$19,631,892
+59.3%
92,022
+42.2%
2.60%
+29.0%
Q3 2022$12,327,000
-8.3%
64,716
-2.1%
2.01%
+0.8%
Q2 2022$13,438,000
-14.4%
66,135
-0.9%
2.00%
-2.6%
Q1 2022$15,694,000
-6.4%
66,714
+1.4%
2.05%
-0.6%
Q4 2021$16,768,000
+7.9%
65,818
+0.3%
2.06%
+4.6%
Q3 2021$15,539,000
-0.5%
65,633
-0.3%
1.97%
-3.3%
Q2 2021$15,623,000
+6.6%
65,821
-0.6%
2.04%
-0.9%
Q1 2021$14,654,000
-3.3%
66,207
-9.6%
2.06%
-3.2%
Q4 2020$15,150,000
+10.4%
73,270
-5.8%
2.12%
-0.3%
Q3 2020$13,717,000
+10.5%
77,820
+2.8%
2.13%
+11.7%
Q2 2020$12,412,000
+104.4%
75,727
+64.2%
1.91%
+78.2%
Q1 2020$6,072,000
+6.0%
46,120
+43.4%
1.07%
+18.9%
Q4 2019$5,729,000
+19.1%
32,153
+12.1%
0.90%
+23.3%
Q3 2019$4,809,000
+0.6%
28,692
+0.4%
0.73%0.0%
Q2 2019$4,779,000
+10.5%
28,587
+6.3%
0.73%
-0.5%
Q1 2019$4,324,00026,9000.73%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2023
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders